Job Description

1-Serves as an advisor to provide an advice-based approach to financial solutions

2 Based on individualized needs analysis, recommendations for customized financial solutions to current and potential customers are prepared.

3-Profiles customers and deliver recommendations to ensure these needs are met.

4-Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.

5-Delivers a diversified set of brokerage, investment, and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential customers.

6-Increases assets under management by offering investment solutions to clients and leveraging partnerships in Retail, and Wealth to increase referrals.

7-Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.

8-Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with policies and regulations.

9-Maintains and builds referral channel and develops strong partnerships to ensure investment needs of current and potential customers in assigned Market

10-Completes other related duties as assigned

Job Type: Full-time

Pay: AED5,000.00 - AED7,000.00 per month

Experience:

• Investment sales: 2 years (Required)